Here are the forms you will receive:
My Investor Program:
These are the rules I established to create my private lending program.
Investor Marketing Strategy:
This is my comparison between my Private Lending program and my nearest competitors (banks and the stock market). I have included this to give you some insight into my competitive marketing analysis.
Lead Generating Channels:
These are ten marketing channels that you might utilize and a tool to track your marketing efforts.
Lead Conversion Tracking Report:
This is a chart to track conversion ratio from investor luncheons.
Home Show:
If you decide to have a home show booth, you will typically have someone working the booth for you. This page will prepare them to better answer questions from potential investors.
Use these four sales letters to generate leads.
a. Build Wealth in a Hurry.
b. 15% Letter
c. Are Your Investments Earning 15%
d. Could You Use $3,750 This Next Year?
Special Report:
For 2-step marketing, this report is mailed out to potential investors after you have sent them one or more of the above four letters.
Coversheet for Private Lending:
This is an optional coversheet for the special report above. It makes the special report more professional looking.
Private Lending Script:
I consider this the most powerful document in this toolkit. This script can be used for outbound calls to potential private lenders and for outgoing communication.
Magic Words:
Although short, these are excellent prescreening words to find out if you have a serious private lender.
30-Second Commercial:
After you use the magic words, this is what you say next. The goal is to let them know what you do and who you are in 30 seconds or less. It is important that you be able to verbalize in a concise and informative way who you are.
15% Steps:
I created these to help me make sure I got all the bases touched for one-on-one meetings with potential investors. I did this to make sure I didn't miss anything.
Mortgage:
This is an Ohio mortgage that I use for second mortgages.
Promissory Note:
This is the promissory note that we use for our private lenders.
Private Investor Summary:
This Excel® spreadsheet is used to manually track all of the funds that are invested with us.
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